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SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that IronGate Services (“IronGate”), a Cedar Rapids, Iowa-based advisory firm overseeing approximately $367 million in client assets, has joined Osaic from Ameriprise Financial Services through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction (OSJ). Led by financial advisor Chad Sarsfield, IronGate also includes Coy Sarsfield, Bre...

AUSTIN, Texas--(BUSINESS WIRE)--8am™, the professional business platform purpose-built for the needs of legal, accounting, and client-focused professionals, today announced that it has been named to CNBC's list of the World's Top Fintech Companies in the Enterprise Fintech category, and the Inc. 5000 list for the 15th consecutive year, an achievement fewer than ten companies have reached. Together, these recognitions reflect 8am’s sustained growth and platform innovation, with more than 270,000...

FLORHAM PARK, N.J.--(BUSINESS WIRE)--New GenAI capabilities for Legal Compliance & Analytics help legal teams accelerate review, reduce costs and improve defensibility at scale...

OTTAWA, Ontario & SAN FRANCISCO--(BUSINESS WIRE)--MindBridge Analytics Inc., the intelligence layer for Augmented Assurance, and Fieldguide, the AI-native platform transforming advisory and audit services through human-AI collaboration, today announced a strategic partnership to integrate MindBridge's AI-powered full-population financial analytics directly within Fieldguide's AI-native workflow. The integration embeds MindBridge's transaction-level intelligence directly into Fieldguide's AI-nat...

OMAHA, Neb.--(BUSINESS WIRE)--Stevens Capital Partners announced it has surpassed $800M AUM alongside the acquisition of a well-established Dallas, Texas-based CPA tax practice....

DUBLIN--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announced it has expanded its relationship with First Sentier Group, having been appointed fund administrator and depositary for First Sentier Group’s Irish fund, the First Sentier Investors Global Umbrella Fund Plc. Northern Trust will provide custody, depositary, fund accounting and transfer agency for the US$14 billion Irish fund structure. The appointment supports First Sentier Group’s broader approach of aligning its operating mo...

ATLANTA & TORONTO & MINNEAPOLIS--(BUSINESS WIRE)--Euna Solutions®, a leading provider of purpose-built, cloud-based software for the public sector, and CLA (CliftonLarsonAllen LLP), one of the nation’s largest accounting and professional services firms, today announced a strategic collaboration to help state and local governments and nonprofit organizations manage the complete grants lifecycle more effectively. The collaboration brings together Euna’s grants management technology with CLA’s fed...

SEATTLE--(BUSINESS WIRE)--Milliman, Inc., società internazionale di consulenza e servizi attuariali leader nel settore, oggi ha annunciato che Jim Fulton è stato nominato il prossimo CEO di Milliman. Fulton ricopre il ruolo di CFO di Milliman dal 2015 ed è stato un leader che ha promosso la crescita organica dell'azienda e la strategia di M&A. La nomina di Fulton riflette l'evoluzione di Milliman da società di servizi attuariali a fornitore di consulenza in materia multidisciplinare, di ges...

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced financial results for the fourth quarter and fiscal year ended June 30, 2026. “Our results for the year demonstrate the durability of our business. We continue to see strong demand for BILL’s integrated platform, with increasing adoption of our AI capabilities,” said René Lacerte, BILL CEO and Founder. “The...

LAS VEGAS--(BUSINESS WIRE)--Money20/20, the world's leading fintech show and the place where money does business, today announced an expanded Startup Hub at Money20/20 USA. The Startup Hub is where the industry's most promising startups can connect with investors, banks, technology companies, enterprise partners and media. Featuring an expanded founder showcase, curated networking opportunities, special events and content from some of fintech's most influential founders and investors, the Startu...